Advisor at Ladin Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Ladin Financial Group, Inc.
Location
Coral Gables, FL 33134
Credentials
Series 63, Series 65
Industry experience
13 years
Michael Ladin is the principal of Ladin Financial Group, Inc., an independent advisory firm based in Coral Gables, FL. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory work, he owns and operates Ladin Consulting Group, Inc., which involves insurance sales, and American Outback Expeditions, a vacation rental business. Ladin Financial Group provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a modern portfolio theory approach with globally diversified portfolios and often delegates security selection and trading to outside managers while retaining oversight and model selection responsibilities.
Based on Ladin Financial Group, Inc.
Financial planning flat fees range from $775 to $13,000 depending on complexity
Negotiable between 1% and 2% annually
$250 per hour for financial planning and consulting services
Account minimum: $1,000,000 Fee-only: Financial planning hourly fee: $250/hour; Financial planning flat fee: $775 to $13,000 depending on complexity
2525 Ponce De Leon Blvd., Suite 300
Coral Gables, FL 33134
Florida · Texas
Ladin Financial Group, Inc.
2013 - Present (13 years)
Ladin Consulting Group Inc
2002 - Present (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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